Cost Average Effect
This one is very nifty. It shows on one hand the total return of the
investment, on the other hand (or chart) you see the percentual price
development. With one time investments and no additional influences
like fees or dividends, both lines should overlap.
But if you invest, like here, more than one time (do you see the small
blue B balloons?), you can nicely see the cost average effect here.
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Cumulated Charts
The last one shows four line charts. Three are value charts and show the
value development of all funds (in our example only one), all stocks
(we have two here) and both.
Additionally to see also the influence of additional investments
on the value development, there is also a chart, which shows the
invested money. Every time, when the line goes up, you should see
a corresponding blue balloon at the top of the chart window.
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Chart Configuration
Finally, this screenshot shows, how you can configure the charts.
In this case, you see the configuration of the invested chart from
the last screenshot.
In the member selection area you can select members, which values
should be displayed. If you select more than one, the correct
calculations are automatically done (only a price chart makes no
sense anymore). In this case, you should give a declarative name
for this member group, here Total.
On the left side, you select the kind of chart you want to display.
You can access a glossary from the main window, where the meaning
of each entry is displayed.
Additionally to see also the influence of additional investments
on the value development, there is also a chart, which shows the
invested money. Every time, when the line goes up, you should see
a corresponding blue balloon at the top of the chart window.
On the right side, there are scaling settings which can be done
for price charts. This was used for the second and third
screenshot.
Additional settings are not supported yet.
Finally you choose a line color for your chart.
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